SEC Form ADV (XLSX Metrics)
Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.
Summary
Assets & Accounts
- RAUM (total)6,366,272,925.0
- RAUM (discretionary)6,129,014,916.0
- Actionable assets6,212,354,774.0
- Accounts (total)5,763.0
Institutional Clients
- Government AUM0.0
- Pension AUM1,114,840.0
- Charitable AUM4,407,492.0
- HNW AUM6,206,832,442.0